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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,823 | $54,679-1.6% | $76,119-29.3% | $74,459-27.7% |
| Participation rate | 40.7% | 60.3%-19.6pp | 69.1%-28.4pp | 67.2%-26.5pp |
| Annual return | 13.95% | 31.90%-18.0pp | 361.25%-347.3pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,031 | $1,781-42.1% | $2,693-61.7% | $2,626-60.7% |
| Participant deferral / active EE | $1,601 | $3,072-47.9% | $4,259-62.4% | $4,350-63.2% |
| Admin fee / account holder | $1,416 | $2,238-36.7% | $6,421-77.9% | $1,945-27.2% |